Learn how to send automated emails and SMS to Google leads using Pabbly Connect in this detailed tutorial. Follow step-by-step instructions for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To start automating emails and SMS for Google leads, first access Pabbly Connect by visiting its homepage. You can do this by typing ‘Pabbly.com/connect’ in your browser. Once there, you will see options to sign in or sign up for free.
If you are a new user, click on the ‘Sign Up for Free’ button to create an account. After signing up, you will receive 100 free tasks each month to explore the features of Pabbly Connect. Existing users can directly sign in to their accounts.
2. Creating a Workflow in Pabbly Connect
Once logged into Pabbly Connect, navigate to the dashboard. Here, you can see all your existing workflows. To create a new workflow, click on the ‘Create Workflow’ button located at the right corner of the dashboard.
- Click on ‘Create Workflow’
- Provide a name for your workflow (e.g., ‘Send Email and SMS to Google Ads Lead Automatically’)
- Select a folder to save your workflow
After naming your workflow, click on ‘Create’. You will see two windows open for trigger and action settings. The trigger is the event that starts the workflow, while the action is the response to that event.
3. Setting Up Google Ads as the Trigger
In the trigger window, select ‘Google Ads’ as your trigger application. The trigger event will be ‘New Lead Form Entry’. This event triggers the workflow whenever a new lead fills out your Google Ads form.
Upon selecting the trigger event, Pabbly Connect will provide you with a webhook URL. You need to copy this URL and integrate it into your Google Ads lead form. This step ensures that every time a lead is generated, the data is captured in Pabbly Connect.
- Go to your Google Ads account and find your lead form
- Paste the webhook URL in the lead delivery settings
- Send test data to confirm the integration
After sending test data, return to Pabbly Connect to verify that the response has been received. This confirms that your Google Ads lead form is successfully integrated with Pabbly Connect.
4. Sending Automated Emails via Gmail
Next, you will set up Gmail as the action application in Pabbly Connect. Select ‘Gmail’ from the action window and choose ‘Send Email’ as the action event. Connect your Gmail account by clicking on ‘Add New Connection’.
Once connected, you need to fill in the details for the email. Map the email address from the Google Ads lead response to ensure that each lead receives a customized email. Also, enter a static sender name and subject line for the email.
Map the email address from the previous step Enter a static sender name (e.g., Sparkle Events) Compose the email content, including personalized greetings
After filling in all the details, click on ‘Save and Send Test Request’ to verify the email sending functionality. Check your Gmail to confirm that the email has been sent successfully.
5. Sending SMS via Twilio
Finally, to send SMS notifications to your leads, select ‘Twilio’ as the next action application in Pabbly Connect. Choose ‘Send SMS’ as the action event. Connect your Twilio account by providing the necessary credentials.
Fill in the SMS details by mapping the recipient’s phone number from the Google Ads lead response. You can also customize the SMS body to include personalized information such as event details.
Map the recipient’s number from the lead response Enter the sender number provided by Twilio Compose the SMS content with relevant event information
After entering the SMS details, click on ‘Save and Send Test Request’ to test the SMS functionality. Check the recipient’s phone to confirm that the SMS has been received successfully, completing your automation setup.
Conclusion
In this tutorial, you learned how to automate the process of sending emails and SMS to Google leads using Pabbly Connect. By following these steps, you can efficiently manage lead communication and enhance your marketing efforts.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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